2025 12 Investor Presentation

Lufthansa Group
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
summarize
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
04
The slide uses a temple-like structure to represent the strategy, with 'One Group' as the pediment and 'Employees' as the base.present_framework
05
The slide uses a contrast-pair structure to highlight organizational resilience against external industry pressures.diagnose
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
06
Includes a ranking of MRO specialists and a bar chart showing Adj. EBIT growth.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
07
Includes a timeline-style ranking progression and a comparative bar chart for Adj. EBIT.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes market share data and EBIT margin turnaround from 2019 to 2024.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
09
The slide uses a three-column layout to categorize strategic initiatives.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
10
The slide uses a two-column layout to contrast 'One Group' (scale) and 'Local champions' (tailored delivery).summarize
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
11
The slide uses a timeline-style maturity model to illustrate the progression of synergy realization.compare_options
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
12
The slide uses a visual timeline/process flow to show phase-out of older aircraft models and growth in modern fleet metrics.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
13
The slide uses a structured layout to map operational drivers to specific quantitative financial outcomes.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
14
summarize
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
15
The slide uses a combination of qualitative product descriptions and a quantitative area chart to show the transition from current to new product standards.quantify_impact
Open slide detailBeat · Evidence & Proof
16
The slide uses a grid layout to present five distinct performance metrics related to customer behavior and digital adoption.summarize
Open slide detailBeat · Evidence & Proof
17
The slide uses a grid-based layout to categorize the business model components.summarize
Open slide detailBeat · Evidence & Proof
18
transition
Open slide detailBeat · Evidence & Proof
19
The slide uses a waterfall chart to decompose the total impact into revenue and cost-based initiatives.quantify_impact
Open slide detailBeat · Evidence & Proof
20
transition
Open slide detailBeat · Evidence & Proof
21
present_solution
Open slide detailBeat · Impact & Next Steps
22
The map visualizes population density in 60-minute catchment areas for various Lufthansa Group hubs.present_solution
Open slide detailBeat · Impact & Next Steps
23
DLH: Deutsche Lufthansa AG; MEF: Ministero dell'Economia e delle Finanze. 1. Conditional to positive financial performance.plan_implementation
Open slide detailBeat · Impact & Next Steps
24
transition
Open slide detailBeat · Impact & Next Steps
25
The table shows a significant decline in Adjusted EBIT and Net Income despite revenue growth.summarize
Open slide detailBeat · Impact & Next Steps
26
The table includes specific highlights circled in yellow for Material cost ex fuel (+11%), Fuel cost (-8%), and Adjusted Free Cashflow (+539%).summarize
Open slide detailBeat · Impact & Next Steps
27
Includes a waterfall-style bridge showing the -4m EBIT variance between Q3 2025 and Q3 2024.summarize
Open slide detailBeat · Impact & Next Steps
28
The chart illustrates the components of cash flow generation, starting from Adjusted EBIT and ending at Adjusted Free Cashflow.quantify_impact
Open slide detailBeat · Impact & Next Steps
29
Includes specific commentary on credit ratings, bond issuance, and liquidity management.summarize
Open slide detailBeat · Impact & Next Steps
30
The slide uses a mix of callout boxes for high-level guidance and tables for specific operational metrics.summarize
Open slide detailBeat · Impact & Next Steps
31
transition
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The slide uses a causal flow from strategic initiatives to financial targets/framework to the ultimate goal of shareholder return.present_solution
33
The chart uses a waterfall structure to show the impact of different business initiatives on EBIT margin.quantify_impact
34
The chart shows a gap in the timeline between 2018 and 2023.quantify_impact
35
summarize
37
Data covers July, August, September, and the full Q3 2025 period.analyze_data
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summarize
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Note: Lufthansa Technik results do not include Lufthansa Industry Solutions.summarize
40
Includes a sensitivity matrix for fossil fuel prices and a summary table of hedging metrics.analyze_data
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Financial data presented in millions of Euros.analyze_data
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Includes footnotes regarding accounting adjustments and restatements.summarize
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The chart displays debt maturity in millions of Euros, categorized by Straight Bond, Hybrid, Convertible Bond, Schuldscheindarlehen, Aircraft Finance (secured),analyze_data